topic Re: Cumulative sum of columns/year in DAX Commands and Tips

Cumulative sum of columns/year

devpp — Tue, 18 Feb 2025 15:18:54 GMT

Hello Community,
How can I find the cumulative sum of Plan and Actual column for the coloured period (month_year) using DAX.

The below screenshot is from Excel.

Re: Cumulative sum of columns/year

bhanu_gautam — Tue, 18 Feb 2025 15:49:00 GMT

devpp

Cumulative Planned:
DAX
Cumm Planned =
CALCULATE(
SUM(Table[Plan]),
FILTER(
ALL(Table),
Table[month_year] <= EARLIER(Table[month_year])
)
)

Cumulative Actual:
DAX
Cumm Actual =
CALCULATE(
SUM(Table[Actual]),
FILTER(
ALL(Table),
Table[month_year] <= EARLIER(Table[month_year])
)
)

Table is the name of your table.

Re: Cumulative sum of columns/year

Anonymous — Wed, 19 Feb 2025 02:34:53 GMT

Hi devpp ,

Did the above suggestions help with your scenario? if that is the case, you can consider Kudo or Accept the helpful suggestions to help others who faced similar requirements.

If these also don't help, please share more detailed information and description to help us clarify your scenario to test.

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Regards,

Xiaoxin Sheng

Re: Cumulative sum of columns/year

devpp — Wed, 19 Feb 2025 05:34:09 GMT

Hi bhanu_gautam,

The answer is close...here I need to find the cumulative for that year only...In this case it should stop at 172 when 2024 completes and then start fresh for 2025.

For 2025 in the control year it should start from 7 and end at 13

Re: Cumulative sum of columns/year

Anonymous — Thu, 20 Feb 2025 07:11:14 GMT

Hi devpp,

If you want ot the cumulative causation cut off at the year end, I'd like to suggest add a condition to check the current year.
I modify the above formulas to add the filter condition on year to the two expressions:

Cumm Planned = CALCULATE ( SUM ( Table[Plan] ), FILTER ( ALL ( Table ), Table[month_year] <= EARLIER ( Table[month_year] ) && YEAR ( Table[month_year] ) = YEAR ( EARLIER ( Table[month_year] ) ) ) ) Cumm Actual = CALCULATE ( SUM ( Table[Actual] ), FILTER ( ALL ( Table ), Table[month_year] <= EARLIER ( Table[month_year] ) && YEAR ( Table[month_year] ) = YEAR ( EARLIER ( Table[month_year] ) ) ) )

Regards,

Xiaoxin Sheng